The Two Johns episode artwork

EPISODE · Jan 24, 2025 · 43 MIN

The Two Johns

from JohnBaronPortfolios.co.uk · host John Hughman

Welcome to The Two Johns, the new investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed. In our third episode, we delve into the high-stakes world of activist investing, focusing on Saba Capital’s bold moves within the UK investment trust sector; then, in our ‘Investment Insight’ segment, we discuss the pitfalls of forecasting and why sticking to fundamentals often trumps speculative predictions; before rounding off by considering how to adjust your investment strategy as you approach the end of your investment journey.

Welcome to The Two Johns, the new investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed. In our third episode, we delve into the high-stakes world of activist investing, focusing on Saba Capital’s bold moves within the UK investment trust sector; then, in our ‘Investment Insight’ segment, we discuss the pitfalls of forecasting and why sticking to fundamentals often trumps speculative predictions; before rounding off by considering how to adjust your investment strategy as you approach the end of your investment journey.

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The Two Johns

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This episode is 43 minutes long.

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This episode was published on January 24, 2025.

What is this episode about?

Welcome to The Two Johns, the new investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron will be joining former Investors' Chronicle editor John Hughman to discuss the big themes dominating the...

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